Wilsey Asset Management as of Dec. 31, 2014
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 24 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 7.6 | $11M | 219k | 49.50 | |
| Apple (AAPL) | 7.3 | $10M | 94k | 110.38 | |
| Allstate Corporation (ALL) | 7.0 | $9.9M | 142k | 70.25 | |
| JPMorgan Chase & Co. (JPM) | 6.5 | $9.3M | 148k | 62.58 | |
| Cisco Systems (CSCO) | 6.1 | $8.7M | 314k | 27.82 | |
| Wells Fargo & Company (WFC) | 5.9 | $8.5M | 155k | 54.82 | |
| General Motors Company (GM) | 5.7 | $8.2M | 234k | 34.91 | |
| Jabil Circuit (JBL) | 5.6 | $8.0M | 366k | 21.83 | |
| Symantec Corporation | 5.0 | $7.1M | 276k | 25.66 | |
| Microsoft Corporation (MSFT) | 4.4 | $6.3M | 135k | 46.45 | |
| Gilead Sciences (GILD) | 4.3 | $6.1M | 65k | 94.26 | |
| Parker Drilling Company | 4.0 | $5.7M | 1.9M | 3.07 | |
| Bed Bath & Beyond | 4.0 | $5.7M | 74k | 76.17 | |
| Vishay Intertechnology (VSH) | 3.7 | $5.3M | 372k | 14.15 | |
| Corning Incorporated (GLW) | 3.5 | $5.1M | 221k | 22.93 | |
| General Electric Company | 3.3 | $4.7M | 188k | 25.27 | |
| Cash America International | 3.2 | $4.6M | 203k | 22.62 | |
| Intel Corporation (INTC) | 2.9 | $4.2M | 114k | 36.29 | |
| Enova Intl (ENVA) | 2.9 | $4.1M | 185k | 22.26 | |
| Precision Drilling Corporation | 2.2 | $3.1M | 508k | 6.06 | |
| Piedmont Office Realty Trust (PDM) | 2.0 | $2.8M | 151k | 18.84 | |
| Pfizer (PFE) | 1.4 | $1.9M | 63k | 31.15 | |
| Wal-Mart Stores (WMT) | 1.3 | $1.9M | 22k | 85.90 | |
| Leidos Holdings (LDOS) | 0.2 | $278k | 6.4k | 43.47 |
